Efficient & Affordable Estate Planning Right At Your Fingertips
Millions of people prepare & file their taxes online, now you can prepare your estate too! Our state-of-the-art system makes it fast, easy, and most of all, affordable.
And our licensed Estate Planning Coordinators will help you put together your custom plan for you at your convenience.
2) Then we will have you to fill out a short online encrypted data form so we may begin putting your custom estate plan together.
3) Next we will conduct another short zoom meeting to confirm your decisions from which we will assemble the proper legal documents that will make up your estate plan.
4) We will then send the documents out to you for you to get it notarized, signed and witnessed, and then send it back to us to digitize and upload into our secure encrypted document cloud for safekeeping. We will send the original back to you for your records.
5) Finally we will help you fund your trust, meaning we will help you put YOUR assets into the trust so that your estate plan will perform the job it was designed to do - bypass probate and go directly to your beneficiaries the way you want. This will be zoom meeting to ensure that we capture all your assets to be placed in the trust.
To learn more please contact the advisor that sent you to this information page.
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